Redmont Wealth Advisors

Redmont Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Redmont Wealth Advisors

Redmont Wealth Advisors holds 63 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Invesco S&p 500 Equal Weight Etf Etf (RSP) 13.9 $8.0M 46k 175.23
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 7.9 $4.6M 46k 99.55
Ishares Preferred & Income Securities Etf Etf (PFF) 7.0 $4.1M 130k 31.44
Spdr S&p 500 Etf Trust Etf (SPY) 5.9 $3.4M 5.9k 586.08
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 5.1 $3.0M 38k 78.01
Avantis International Large Cap Value Etf Etf (AVIV) 4.5 $2.6M 51k 51.90
Ishares Select Dividend Etf Etf (DVY) 3.2 $1.9M 14k 131.29
Capital Southwest Corp Cef (CSWC) 2.5 $1.5M 67k 21.82
Jefferies Finl Group Stock (JEF) 1.9 $1.1M 14k 78.40
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 1.9 $1.1M 14k 78.65
Invesco Qqq Trust Series I Etf (QQQ) 1.9 $1.1M 2.1k 511.16
Avantis U.s. Small Cap Value Etf Etf (AVUV) 1.8 $1.0M 11k 96.53
Slm Corp Stock (SLM) 1.6 $947k 34k 27.58
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.6 $918k 2.0k 453.28
Superior Group Of Stock (SGC) 1.5 $890k 54k 16.53
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 1.5 $888k 17k 52.22
Curtiss Wright Corp Stock (CW) 1.5 $881k 2.5k 354.87
Northrim Bancorp Stock (NRIM) 1.5 $851k 11k 77.94
Miller Inds Inc Tenn Stock (MLR) 1.4 $810k 12k 65.36
Middlefield Banc Corp Stock (MBCN) 1.2 $698k 25k 28.05
Foster L B Stock (FSTR) 1.2 $680k 25k 26.90
Ezcorp Inc Cl A Non Vtg Stock (EZPW) 1.1 $657k 54k 12.22
Patrick Inds Stock (PATK) 1.1 $630k 7.6k 83.08
Richardson Electrs Stock (RELL) 1.0 $607k 43k 14.03
Dimensional Us Small Cap Value Etf Etf (DFSV) 1.0 $580k 19k 30.78
Air Lease Corp Cl A Stock (AL) 1.0 $573k 12k 48.21
Columbia Em Core Ex-china Etf Etf (XCEM) 1.0 $559k 19k 29.60
Bank Ozk Little Rock Ark Stock (OZK) 1.0 $557k 13k 44.53
Reverb Etf Etf (RVRB) 0.9 $538k 18k 30.40
Pitney Bowes Stock (PBI) 0.9 $527k 73k 7.24
U Haul Holding Company Stock (UHAL) 0.9 $511k 7.4k 69.09
Cion Invt Corp Stock (CION) 0.9 $503k 44k 11.40
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.9 $503k 6.5k 77.79
Alico Stock (ALCO) 0.8 $483k 19k 25.93
Sphere Entertainment Co Cl A Stock (SPHR) 0.8 $477k 12k 40.32
Brinks Stock (BCO) 0.8 $476k 5.1k 92.77
Ishares Russell 2000 Etf Etf (IWM) 0.8 $464k 2.1k 220.96
Mastercraft Boat Hldgs Stock (MCFT) 0.8 $461k 24k 19.07
Microsoft Corp Stock (MSFT) 0.8 $457k 1.1k 421.50
Atlanta Braves Hldgs Inc Com Ser C Stock (BATRK) 0.8 $446k 12k 38.26
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.7 $426k 3.3k 127.59
Ishares Msci Japan Etf Etf (EWJ) 0.7 $422k 6.3k 67.10
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.7 $422k 11k 37.09
Verizon Communications Stock (VZ) 0.6 $366k 9.2k 39.99
Fifth Third Bancorp Stock (FITB) 0.6 $356k 8.4k 42.28
Proshares Ultra S&p 500 Etf (SSO) 0.6 $342k 3.7k 92.51
Andersons Stock (ANDE) 0.6 $335k 8.3k 40.52
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $326k 1.7k 189.30
Nvidia Corporation Stock (NVDA) 0.6 $324k 2.4k 134.29
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.5 $309k 7.4k 41.73
Petroleo Brasileiro Sa Petrobr Adr (PBR) 0.5 $304k 24k 12.86
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.5 $301k 6.0k 50.32
Ishares Russell 2000 Value Etf Etf (IWN) 0.5 $299k 1.8k 164.18
Johnson & Johnson Stock (JNJ) 0.5 $297k 2.1k 144.62
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.5 $284k 3.5k 80.27
Dimensional International Core Equity Market Etf Etf (DFAI) 0.5 $269k 9.2k 29.20
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.5 $264k 5.2k 50.37
Ares Capital Corp Cef (ARCC) 0.4 $256k 12k 21.89
Disney Walt Stock (DIS) 0.4 $254k 2.3k 111.35
Us Vegan Climate Etf Etf (VEGN) 0.4 $230k 4.3k 53.76
Apple Stock (AAPL) 0.4 $229k 914.00 250.42
Spdr Blackstone High Income Etf Etf (HYBL) 0.4 $209k 7.4k 28.37
Midcap Financial Invstmnt Corp Cef (MFIC) 0.3 $176k 13k 13.49